Taiwan cable maker BizLink posted its best-ever quarterly profit, a strong sign that the AI data center buildout is still feeding real earnings down the supply chain.

• Second-quarter net profit jumped 47% from a year earlier, the highest for any single quarter, and first-half profit rose 45%.
• Data center and chip equipment orders drove the gains — semiconductor equipment sales rose 52% from a year ago and high-performance computing revenue rose 67%.
• Profit margins improved from the previous quarter, showing the growth is coming with better pricing, not just more volume.
• The car parts business is recovering to its highest level in two years, and appliances bounced back off the bottom after a Mexican acquisition was folded in.
• BizLink is buying Interplex Datacom, due to close in the second half, to add precision metal and structural parts to its cable and connector lineup.

Outlook: Management expects high-performance computing to keep growing, with the new acquisition deepening the company's role in AI data center hardware.